advanced · 240–240 min
Half-Day Strategic Portfolio Pruning
Stop doing the wrong things. Use this session to clear out low-value initiatives and focus your resources.
About this session
Senior leadership teams often struggle with initiative creep, where new projects are added while underperforming ones are never officially closed. This four-hour session provides a framework to audit the current portfolio and redirect staff and budget toward the highest-impact work. It results in a documented list of projects to be paused or terminated, freeing the organization to focus on its most critical goals.
Why it works
The session creates a neutral environment where data-driven criteria override internal politics or emotional attachment to specific initiatives. By forcing a comparative ranking of all active work, it makes the trade-offs visible and requires the group to agree on resource limits before the meeting concludes.
What you’ll walk away with
- Clear actionable outcomes from a 3-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Executives, Senior Leaders
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Executives or external facilitators working with leadership & strategy teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 3 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “Half-Day Strategic Portfolio Pruning” — ready to run in minutes, for any workshop, meeting, or team session.